INVESCO MUN TR's ticker is VKQ and the CUSIP is 46131J103. A total of 77 filers reported holding INVESCO MUN TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $110,000 | -0.9% | 8,903 | +0.5% | 0.10% | -3.1% |
| Q3 2019 | $111,000 | -3.5% | 8,861 | -4.8% | 0.10% | -3.0% |
| Q2 2019 | $115,000 | +3.6% | 9,308 | +1.1% | 0.10% | +57.8% |
| Q1 2019 | $111,000 | +9.9% | 9,207 | +1.2% | 0.06% | -5.9% |
| Q4 2018 | $101,000 | -1.9% | 9,101 | +1.2% | 0.07% | +33.3% |
| Q3 2018 | $103,000 | -1.9% | 8,994 | +1.2% | 0.05% | -3.8% |
| Q2 2018 | $105,000 | +1.9% | 8,886 | +1.2% | 0.05% | -3.6% |
| Q1 2018 | $103,000 | -5.5% | 8,778 | +1.2% | 0.06% | -6.8% |
| Q4 2017 | $109,000 | -35.1% | 8,671 | -34.2% | 0.06% | -38.5% |
| Q3 2017 | $168,000 | 0.0% | 13,173 | +0.5% | 0.10% | -6.8% |
| Q2 2017 | $168,000 | +3.1% | 13,103 | +0.8% | 0.10% | -31.8% |
| Q1 2017 | $163,000 | +3.2% | 13,000 | +0.6% | 0.15% | -9.6% |
| Q4 2016 | $158,000 | – | 12,927 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tradewinds Capital Management, LLC | 124,714 | $1,563,000 | 0.98% |
| JFS WEALTH ADVISORS, LLC | 185,956 | $2,280,000 | 0.62% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 94,939 | $1,190,000 | 0.55% |
| Accuvest Global Advisors | 106,490 | $1,334,000 | 0.43% |
| Archford Capital Strategies, LLC | 33,966 | $1,117,000 | 0.42% |
| Proficio Capital Partners LLC | 56,649 | $720,000 | 0.32% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 270,076 | $3,384,000 | 0.24% |
| SIT INVESTMENT ASSOCIATES INC | 525,080 | $6,579,000 | 0.16% |
| Bell Rock Capital LLC | 13,000 | $163,000 | 0.15% |
| Karpus Management, Inc. | 197,580 | $2,476,000 | 0.13% |